ASML Holding pushes High-NA EUV into fabrication, replacing DUV multi-patterning and powering sub-2nm logic and DRAM as EUV ...
Following a tumultuous 2025, the stock has increased by nearly 16% during the first week of January, driven by numerous ...
TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories. It’s money ...
ASML has become one of the purest ways to bet on the hardware backbone of the artificial intelligence boom, and the market is ...
ASML stock (AMS: ASML) surged past a historic $500 billion market capitalization milestone on Thursday as a wave of positive ...
The $400 machine will one day no longer be the crown jewel of the tech economy. Moore’s law will march on, processor power will keep inflating, and the $400 million machine will become e-waste like ...
Monopolies, we’re told, are bad things. With excessive market power, they can raise prices, reduce innovation, lower product ...
DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026.
Hit $500B market cap Thursday, surging 7% after TSMC earnings. RBC initiates Outperform rating with $1,550 target on AI ...
Morgan Stanley and RBC Capital see significant upside in ASML stock as AI-driven chip investment accelerates. Strong TSMC ...
TSMC on Thursday reported fourth-quarter results that smashed market expectations, delivering record profit and unveiling a much stronger-than-expected 2026 capital spending plan of $52–56 billion.
Building a diversified artificial intelligence portfolio can help long-term investors stay even-keeled during stock market ...